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The Beginner's Survival Guide to HubSpot CRM

The_Beginners_Survival_Guide_to_HubSpot_CRM.jpgHubSpot CRM is a free customer relationship management software program that is ideal for small and mid-size businesses. By automating much of the sales process, HubSpot CRM allows your sales people to be more efficient and productive and gives them more time to sell. It also provides them with the insights and intelligence they need to become more proficient inbound sellers. In a sentence, it offers less work and more data. In today’s digital world, where inbound marketing is key to success in business, a CRM program like HubSpot is an absolute necessity.

Though HubSpot CRM is a cinch to pick up and easy to learn, due to its intuitiveness, simplicity, and user-friendly tools and templates, it still takes some getting used to if you’ve never used such a program before or if you’re switching over from a different CRM system.

Have no fear, with a few suggestions and pieces of advice, you’ll be able to use the program to its fullest in no time. Check out this survival guide.

Download Sidekick

HubSpot has also come out with a handy tool called Sidekick, which undoubtedly complements HubSpot CRM perfectly. Sidekick can help you to close more deals by tracking and collecting useful prospecting and qualifying data, offering real-time email intelligence, automatically inputting data for you, and keeping track of client and prospect interactions over all channels and touch points. Downloading Sidekick can help you to maximize the results you get from your new CRM.

Invest in HubSpot’s Marketing Automation

When you implemented inbound marketing into your organization, you linked your sales and marketing departments together. Both teams now depend on each other for success. By integrating HubSpot’s marketing platform with its CRM platform, you will be able to offer seamless data transmission and ensure that both departments are working with the same up-to-date information. They’ll always be on the same page, which will help you to drive sales.

Integrate All of Your Inbound Activities

In the past, you likely used Gmail or Outlook for email, logged on individual social media sites to perform activities, picked up the phone to make sales calls, and used a separate platform for your blog. But with HubSpot CRM, you can do all of that from one convenient place. You can make calls, send emails, update your blog, or get on social media without exiting out of your CRM. To get the most efficiency out of your system, you should be moving all of those separate activities over to HubSpot. It can do everything, so why use separate platforms for each activity? Integrating it all together in one cohesive place will allow for streamlined processes, better data generation, and higher productivity.

Input ALL of your Data

To get the most out of HubSpot CRM, you should use it as your entire information database. By inputting all of your data, from your contacts and clients to your deal stages, emails, phone calls, and schedule, you can unify all of your relevant information in one place. The wealth of intelligence that your sales team has available is overwhelming and it can lead to missed opportunities. Tying all of your data together can lead to better data management and organization, which will help your team become more productive and efficient.

Become an Expert

As a customer, you will receive a wealth of knowledge, tips, and tricks from HubSpot via email, which will allow you to better understand and navigate your inbound marketing strategy and your CRM. But if you want more—if you want to become an expert in inbound and HubSpot CRM—then apply for certification. HubSpot offers an online certification course that will go through every aspect of the program, and then quiz you at the end. It can bring your CRM knowledge to the next level, so you can drive results.

 Introductory Guide to HubSpot CRM

Brandon Moore

Brandon is the Web & Digital Director at SalesHub. He is accountable for the strategic planning, development, testing, and management of websites and other digital assets for clients. Brandon has over 6 years of experience in online marketing and is certified in SEO, Inbound Marketing and Hubspot.

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